Yeah, well, I'll tell you how we got into it and then some hypotheses, because I think the world of VR is continuing to evolve. And now we're looking more at XR–extended reality. We got into VR about two years ago, working with Meta and Pico. And we've got a really great partner called Otters, who are based out of Spain. And they built our VR games and experiences. And we got in as early tests with Meta and Pico and we were really lucky that we did.
We started doing it with Body Combat and then we have another title called Dance, which just came out this year, which is exciting. The reason we got into them is we wanted to test the grounds.
We saw that the technology of VR was starting to pick up. The market segment size of VR and XR is growing quite a bit year over year. We worked really closely with Meta Otters and ourselves to produce games. And then we had Body Combat on Pico as well. Pico's a big company out of China. And the first one was a test and learn “could we build the games?” And what we found is they were hugely popular on the Meta or in Quest, drove super high retention, super high awareness, and growth, and they continue to do that.
Last year at their conference, Mark Zuckerberg, I think referenced our company more than any other one. We were the number one in fitness, which was quite exciting.
We do believe there's a future in XR. I think what's currently VR is going to continue to change. We're already seeing more companies building headsets and we're seeing headsets evolve and get smaller and more discreet. And then we're also starting to see new kinds of XR wearables, like the Meta Ray-Ban collaboration was fascinating. Cameras are getting smaller and smaller. We've also seen that VR and XR is getting some people who were not active in fitness before to become active in fitness.
So we want to keep leaning into that and learning into that. As an example, last year we had a woman tell us that her father wouldn't leave the house because he was too embarrassed and he wouldn't work out. And she bought him a Quest headset for Christmas because he liked gaming. And he started doing our body combat workouts because it felt like a game, not like a workout. And he got super into it and then started on a fitness journey.
We love that, that a new form factor can actually get somebody to start building healthy habits and start something new. We love stories like that. I think for what's the future of VR and XR, I don't see it going away. More and more companies are getting into the space, but I do believe that it's gonna keep evolving and changing rapidly. Again, we don't wanna just build for the solution. However, with new technologies like XR, human behavior starts to change because it's a new way of engaging in the world around you.
And so we want to start learning how can we take that new technology and that new capability and help people start building habits with fitness and stick with their habits with fitness. We hypothesize that that's going to span in real-life settings as well as at-home settings. So we're exploring what that might mean. But I think that we're all inventing the future of that together right now, which is quite exciting.
Les Mills' Roadmap: Prioritizing Club Excellence, Innovative Content, and Global Fitness Engagement